An IFA practice that offers specialist advice in all areas of Financial Planning, has an excellent opportunity for an Administrator to join their London office.
The successful candidate will provide administrative support to one or more financial advisers, with main duties Including:
Main Duties:·Dealing with day to day client and provider enquiries ·Arranging client meetings for the adviser ·Preparing for client meetings including quote requests, obtaining valuations and appropriate literature ·Preparing and submitting applications and supporting documents to product providers ·Inputting new business proposals to the back office system in line with Company procedures ·Undertaking fund switches upon the instruction of the client ·Maintaining accurate records of all verbal and non-verbal communications with the client ·Typing adviser dictation for file and meeting notes ·Maintaining up to date client fact find information on the back office system ·Maintaining client files in line with Compliance procedures ·Keeping track of fees and chasing where appropriate
Requirements:·Previous experience in an adviser support role within an IFA firm ·Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner ·Ability to work as part of a team as well as on your own initiative ·Ability to critically evaluate information, probe and challenge the facts ·A flexible and adaptable attitude towards work ·Ability to work accurately and in accordance with procedures ·Excellent time management, ability to meet deadlines ·Experience of using provider platforms and product provider extranet sites ·Experience of Microsoft Word, Excel, Outlook ·Certificate in Financial Planning or equivalent
If you would like to apply for this vacancy, please contact John Lawrie
This job was originally posted as www.totaljobs.com/job/78362750